Understanding the proposal format

Before you create a preliminary or formal proposal you should have an understanding of the general layout of the proposals and how they are generated. Preliminary Proposals, Formal Proposals, and Subcontractor Bid Requests are structured in the same format.

1. Submitted To/By information. This is generated using the customer's contact information and the information entered in the My Company Info section of the Options Tool.
2. Intro boilerplate. This is inserted from the information defined in the boilerplate screen.
3. Project specifications. This is generated from the part content of the estimate that was created for the project(s). The Project Cost is displayed at the conclusion of this section.
4. Alternates. This displays the alternates that have been created for the project(s) included in the report, along with the respective costs. Alternates with a status defined as Declined are not shown.
5. Payment schedule. This is selected from a list of fully editable payment schedules.
6. Outro boilerplate. This is inserted from the information defined in the boilerplate screen.